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Jefferson Capital shares owned by Assetmark

Quarter-by-quarter ownership of Jefferson Capital (JCAP) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Jefferson Capital

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All positions including Jefferson Capital held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jefferson Capital by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $43k 2.5k 17.26
2025-06-30 $43k 2.3k 18.45